Transforming your vision into a creative result
Our Commitment
QED Financial Associates Ltd is a trusted financial planning firm dedicated to empowering individuals and families to secure their financial future. We believe in open and honest communication, tailored solutions, and a holistic approach to wealth management.
Our Team
Our experienced team of Independent Financial Advisers boasts decades of expertise in retirement planning, savings & investments, inheritance tax planning, and health & life protection. We are independent, meaning we are not beholden to any corporate entities, allowing us to provide genuinely impartial advice.
Retirement Planning
- Comprehensive analysis of your retirement savings and goals
- Development of a personalized retirement roadmap
- Guidance on various retirement plans like pensions, ISAs, and OEICs
- Tax efficient strategies for maximizing your retirement savings
Savings & Investments
- Personalized investment plans tailored to your risk tolerance and financial goals
- Flexible and diverse options including stocks, shares, and various investment vehicles
- Regular review and adjustment of your portfolio to ensure it aligns with your changing needs and circumstances
Inheritance Tax Planning
- Comprehensive assessment of your financial situation and potential IHT liabilities
- Development of a tailored plan to mitigate IHT charges
- Guidance on maximizing exemptions and reliefs available to you
Health & Life Protection
- Comprehensive review of your existing insurance coverage
- Recommendations for additional coverage based on your unique needs and vulnerabilities
- Affordable and tailored solutions to protect your family from financial risks associated with illness or death
Additional Services
- Managed Portfolio Service (MPS) for hands-off investment management
- Regular financial reviews and updates to ensure your plan remains aligned with your goals
Who We Serve
Over 800 clients trust QED Financial Associates Ltd with their financial future. We work with individuals and families from all walks of life, providing personalized guidance and support to achieve their financial goals.
Contact Us Today
If you are seeking a proactive and experienced financial planning partner, look no further than QED Financial Associates Ltd. Contact us today to schedule your complimentary consultation and take the first step towards a secure and prosperous future.
Excellent Service and Professionalism
The reviewers praised the exceptional service and professionalism of the team at QED, particularly Jason and Mark. They commended the team's guidance, knowledge, and ability to explain complex financial terms in a clear and concise manner.
Highly Recommended
All reviewers highly recommended QED without a doubt, citing their trust and confidence in the team. They appreciated the regular updates and communication from the team, which made them feel secure and informed about their investments.
Investment and Retirement Planning
Several reviewers praised QED's expertise in investment and retirement planning. They appreciated the personalized advice and guidance received, which helped them make informed decisions about their financial futures.
Trust and Confidence
A common theme among the reviews was the trust and confidence that the reviewers had in QED. They felt that their money was in safe hands, and they were confident in the team's ability to manage their investments and pensions.
